Getting Started with Process Builder – Part 46 (Deploy Process(es) Using the Force.com IDE)

This is a continuation from my last article Distribute Process using Packages. In this article, I’m going to discuss how to deploy a Process/Flow using the Force.com IDE. The Force.com IDE is a plug-in for the Eclipse IDE. The Force.com IDE provides a unified interface for building and deploying Force.com applications.Force.com IDEallows us to deploy the Flowsand Processesin different environments, for example, Developer Edition org and Production Org. Let’s start with a business use case.

Business Use Case

Pamela Kline is working as System administrator in Universal Container. She has developed a Process (Auto update new use Chatter email settings) in the Developer Edition Org and done with testing. She wants to deploy this process to their Organization Full Sandbox.

Solution for the above business requirement

There are a few possible solutions for the above business scenario, but we’ll use Force.com IDE to deploy the process from Developer Edition org to Full Sandbox. Before proceeding ahead, you have to install the Force.com IDE. Refer this link to download, install and configure Force.com IDE on Eclipse platform.Follow the below instructions to create a Project and deploy it to another Salesforce org.

1. Open Eclipse IDE, click on File | New | Force.com Project and enter your project name and credentials, as shown in the following screenshot.

Create New Force.com Project

2. After logging in, Click on Selected metadata components radio button and then click on the Choosebutton to select the components that you want to include in the project, as shown in the following screenshot.

Select Metadata Components

3. The next step to retrieve exact metadata components, which you want to deploy. In this demo, you’re going to deploy the Process Update_Chatter_Email_Notification-1.Flowsand Processeswill be listed under the Flowfolder, as shown in the following screenshot.

Choose Metadata – Process

Once you’re done with components selection, then click on theOK button.

4. The confirmation window will contain all of your selected metadata components. Click on the Finishbutton, and you will get all your selected metadata into your workspace.

Confirmation Window

Your projectshould now look like the following screenshot.

5. The next step is to deploy it in ourFull Sandboxenvironment from our clean project by right-clicking on the Flow (Update_Chatter_Email_Notification-1) and selecting Force.com | Deploy to Server, as shown in the following screenshot.

Deploy to Server

The next step is to enter your Sandboxcredentials, as shown in the following screenshot

Enter Sandbox Credentials

6. The final step is to select the components that you want to deploy, in this demo we’re going to select the componentUpdate_Chatter_Email_Notification-1, as shown in the following screenshot.

Select Components – Deployment

7. Once you’re done with the component selection, then click on the Nextbutton to deploy the Process to Full Sandbox. After Successful deployment, you will get the messageshown in the following screenshot.

Deployment Result

8. At last the final step is to activatethe deployed process. To do that navigate to Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder and open the deployed process.

Process in Full Sandbox

Active the Process by clicking on theActivatebutton.

Note: – For this demo, I have used Eclipse Kepler (Force.com IDE v33.0).

2 thoughts on “Getting Started with Process Builder – Part 46 (Deploy Process(es) Using the Force.com IDE)”

Jonathan

Thanks! So much. So I used Force.com IDe with Exclipse and followed all the steps. i got the successful Deployment message with 2 warnings about code coverage results. I did not see the update in my production org. I had deleted an APEX Class. NOte: I was able to delete two other classes just before this using the same methed. Any suggestions? Also the Class I am trying to delete has code coverage of over 80%.